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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $505 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,096 | $46,173+67.0% | $170,435-54.8% | $69,631+10.7% |
| Participation rate | 7.7% | 63.9%-56.2pp | 83.6%-75.8pp | 70.7%-62.9pp |
| Annual return | 8.27% | 21.62%-13.3pp | 205.94%-197.7pp | 27571.02%-27562.7pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $603 | $2,080-71.0% | $4,939-87.8% | $3,224-81.3% |
| Admin fee / account holder | $53 | $116-54.2% | $13,881-99.6% | $110-51.9% |